Risk Tolerance

Investment risk is directly related to investment return potential. Once your goals are defined and prioritized, we can find the right balance between risk, certainty, and the returns you need to achieve the results that are most important to you.

Please complete the following 12 questions. There are no right or wrong answers. The purpose of this exercise is to help build more awareness and clarity of tradeoffs that exist with your financial decisions. Once you have finished, we will review and discuss with you before we advise a course of action.

Finding your comfort zone

These questions help us understand your situation and assess your attitude toward risk in three ways:

  • Need: How much risk/return do you need to achieve your goals?
  • Capacity: How much risk/return can you afford to take?
  • Tolerance: How much risk/return are you comfortable taking at this stage in your life?

  • 1. What is your best estimate or expectation for the following?

  • 2. Investment risk means different things to different people. Please rank each of the following four risk categories in the order that is of most concern or importance to you
    (1 = most concern/importance, 4 = least concern/importance)
    USE EACH NUMBER ONLY ONCE:

  • 9. Investment risk/return means different things to different people. Please rank the following statements from: (1 = most concern/importance, 4 = least concern/importance)
    USE EACH NUMBER ONLY ONCE.

  • This questionnaire does not make or imply any guarantee regarding the attainment of your investment objective. We will review and discuss your replies with you before we advise a course of action.
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